401(k) · DOL Form 5500 · 2022

Stony Brook Business Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
878
Participants Near avg headcount
89th
Percentile by assets National rank
$63,314
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stony Brook Business Ventures, LLC 401(k) Plan · Sponsored by Stony Brook Business Ventures, LLC · New York · Healthcare & Social Assistance

$56M in assets, 878 participants

Stony Brook Business Ventures, LLC's Stony Brook Business Ventures, LLC 401(k) Plan reported $56M in total assets and 878 participants in its 2022 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,157 in Healthcare & Social Assistance (20,060 peers)

Where Stony Brook Business Ventures, LLC 401(k) Plan sits by assets

Stony Brook Business Ventures, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 878 participants (~$63,314/participant), down 12.7% in 2022.

#18,157
in Healthcare & Social Assistance (20,060 peers)
-12.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stony Brook Business Ventures, LLC 401(k) Plan's outsized position by total assets

Stony Brook Business Ventures, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$55,589,274 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Stony Brook Business Ventures, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stony Brook Business Ventures, LLC 401(k) Plan sits mid-pack in the medium band (878 participants).

Published 5500 schedule card

Filing strip 273466435 · Stony Brook Business Ventures, LLC PY 2022 · 401(k)

Stony Brook Business Ventures, LLC 401(k) Plan · $56M · 878 · 89th

  • BOOK $56M
  • BOOK 878
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near Sharp Packaging Services LLC 401(k) Savings Plan
  • BOOK ind #18157

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

Stony Brook Business Ventures, LLC 401(k) Plan in the asset neighbourhood

Stony Brook Business Ventures, LLC 401(k) PlanStony Brook Business Venture…$56MSharp Packaging Services LLC 401(k) Savings PlanSharp Packaging Services LLC…$56MAbc Appliance, Inc. Profit Sharing Plan and TrustAbc Appliance, Inc. Profit S…$56MJames Baker Group, Inc. 401(k) PlanJames Baker Group, Inc. 401(…$56MWharton-Smith, Inc. 401(k) Plan and TrustWharton-Smith, Inc. 401(k) P…$56M
End-of-year total assets ($M) among Stony Brook Business Ventures, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$56M
Net Income-$8M
Employer EIN273466435
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stony Brook Business Ventures, LLC)

Sponsor-wide plan assets over time

All Stony Brook Business Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 49.986704269604246% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.6M $83.4M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 878 $56M
2023 1 1,006 $72M
2024 1 1,313 $83M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stony Brook Business Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stony Brook Business Ventures, LLC 401(k) Plan, Total assets ($B): 0.055589274 · Participants: 878Stony Brook Business Ventures, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Stony Brook Business Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stony Brook Business Ventures, LLC 401(k) Plan side-by-side with 3 peers →

Stony Brook Business Ventures, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sharp Packaging Services LLC 401(k) Savings Plan in PA ($56M); by covered participants it is Jackson Hewitt Employee Savings Plan in FL (878 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (878 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stony Brook Business Ventures, LLC 401(k) Plan assets move in 2022? ▼
Stony Brook Business Ventures, LLC 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $64M to $56M. Reported net income was -$8M.
How have Stony Brook Business Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stony Brook Business Ventures, LLC's sponsor-wide assets grew 50.0%, from $56M to $83M.
Where does Stony Brook Business Ventures, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stony Brook Business Ventures, LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stony Brook Business Ventures, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sharp Packaging Services LLC 401(k) Savings Plan in PA ($56M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Stony Brook Business Ventures, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Hewitt Employee Savings Plan in FL (878 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273466435.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.